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Practice Continuity

Take leave without leaving clients stranded

Illness, parental leave, a planned absence, or winding down a practice — every consultant faces it eventually. Practice Continuity turns coverage from a favour you ask a colleague into a process with a record.

Coverage usually happens over text message, at the worst possible moment

A consultant needs time away and calls someone they trust. Files get emailed. Clients are told informally, if at all. Nobody is quite sure who is responsible for what, and when the original consultant returns, untangling who did what — and who is owed what — is guesswork.

What it does

The detail

Coverage requests

Request coverage from another consultant on the platform, and see incoming requests where colleagues have asked the same of you.

Structured handover

Cases are packaged for transfer rather than forwarded ad hoc, so the covering consultant gets the full picture.

A review step

The receiving consultant reviews the handover before accepting it. Nothing transfers silently.

Status on both sides

Both consultants can see where each request stands — requested, under review, accepted, or complete.

Settlement

Work out the financial side of transferred work explicitly, rather than in an awkward conversation months later.

A record of what moved

Which cases transferred, when, to whom, and on what terms — documented, not remembered.

How it works

In practice

  1. 1

    Raise a continuity request

    Start a request specifying the coverage you need and which cases are in scope. The other consultant sees it in their incoming queue.

  2. 2

    The covering consultant reviews

    They see what they are being asked to take on and review the handover in detail before committing to anything.

  3. 3

    Handover completes

    On acceptance, the cases move across with their history intact, and both sides can track the status from their dashboard.

  4. 4

    Settle up

    When the arrangement ends, the settlement step handles the financial side against a clear record of what was actually done.

What changes day to day

You can plan leave instead of hoping nothing happens while you are away
Clients stay supported by a licensed consultant throughout
The covering consultant knows exactly what they have accepted
Financial settlement is a step in the process, not an argument afterwards
There is a record if anyone ever needs to reconstruct what happened

Questions

Good to know

Client consent and your professional obligations around transferring a file are matters for you and the CICC rules that apply to you. Practice Continuity gives you the tooling and the record — it does not replace your professional responsibilities.

Try it on your own practice

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